US Power & Utilities: Watt's On Tap Next Week – Bank of America Weekly Preview

Key Takeaways

• 1.FERC's anticipated PJM Reliability Backstop Procurement (RBP) order will shape eligibility, compensation, and opt-out rules for retiring coal, gas, and nuclear generators to access backstop capacity revenue.
• 2.The Michigan PSC's October 2 meeting is slated to address DTE Electric's special contract with Google for data-center load, setting an early regulatory template for large-load hyperscaler contracts.
• 3.Oklo's analyst tour of the Groves Isotope Test Reactor in Texas tests execution on its isotope production business and offers insight into licensing timelines and advanced nuclear deployment economics.

Table of Contents

• Key takeaways
• PJM FERC order on RBP (anticipated)
• MI PSC: DTE/Google contract expected on agenda
• Oklo analyst meeting and facility tour
• Weekly Utilities Roundtable – Monday 9/28 at 4:30pm ET
• The Calendar
• Exhibit 1: Catalyst calendar for next week
• Our Latest Research
• Exhibit 2: Active Dockets Universe
• Dockets to Watch

Report data

Exhibit 1: Catalyst calendar for next week